Job Description

Commercial Lines CSR

Job Summary

Seeking a dedicated and experienced Commercial Lines Customer Service Representative (CSR) to join a growing team. This is an exciting opportunity to work in a large, well-established agency that maintains a close-knit, collaborative, and supportive work environment. As a Commercial Lines CSR, you will play a vital role in providing exceptional service to the clients, managing a diverse portfolio of accounts, and contributing to the overall success of the organization.

Compensation Package

• Salary: $85,000 annually
• 401(k): Employer match available
• Benefits: Comprehensive benefits package provided (details available upon request)
• Work Environment: Fully in-office preferred; hybrid options available for the right candidate (4 days in-office, 1 day remote, or 3 days in-office, 2 days remote)

Responsibilities

• Manage a portfolio of commercial lines accounts, including contractors and habitational accounts, with sizes ranging from $15,000 to $250,000.
• Handle quoting for new and renewal business (approximately 40% new business, 60% renewals).
• Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong client relationships.
• Collaborate with account managers and other team members to ensure seamless service delivery.
• Maintain confidentiality and professionalism in all client interactions.
• Adapt to and utilize the Applied EPIC software system (training will be provided).
• Participate in daily training sessions with account managers during the onboarding process to ensure a smooth transition into the role.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Prior experience in commercial lines insurance is required. Open to candidates with varying years of experience.
• Technical Skills: Familiarity with Applied EPIC software is a plus, but training will be provided.
• Soft Skills:
  • Strong team player with a collaborative mindset.
  • Excellent listening and communication skills.
  • Open to new ideas and adaptable to change.
  • Ability to maintain confidentiality and build strong relationships with clients and colleagues.

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